Zacks Research Analysts Raise Earnings Estimates for LECO

Lincoln Electric Holdings, Inc. (NASDAQ:LECO) – Zacks Research raised their Q1 2025 earnings estimates for Lincoln Electric in a research note issued on Monday, March 24th. Zacks Research analyst M. Das now anticipates that the industrial products company will post earnings per share of $2.20 for the quarter, up from their prior forecast of $2.15. The consensus estimate for Lincoln Electric’s current full-year earnings is $9.36 per share. Zacks Research also issued estimates for Lincoln Electric’s Q4 2025 earnings at $2.52 EPS, FY2025 earnings at $9.33 EPS, Q1 2026 earnings at $2.32 EPS, Q3 2026 earnings at $2.56 EPS, Q4 2026 earnings at $2.68 EPS, FY2026 earnings at $10.12 EPS and FY2027 earnings at $10.59 EPS.

Lincoln Electric (NASDAQ:LECO) last posted its quarterly earnings results on Thursday, February 13th. The industrial products company reported $2.57 EPS for the quarter, beating the consensus estimate of $2.03 by $0.54. Lincoln Electric had a return on equity of 40.19% and a net margin of 11.63%. The business had revenue of $1.02 billion during the quarter, compared to analysts’ expectations of $995.94 million.

LECO has been the subject of a number of other research reports. StockNews.com upgraded shares of Lincoln Electric from a “hold” rating to a “buy” rating in a report on Wednesday, December 4th. Barclays lifted their price target on shares of Lincoln Electric from $220.00 to $235.00 and gave the company an “overweight” rating in a research report on Tuesday, February 18th. Stifel Nicolaus lowered their price target on Lincoln Electric from $216.00 to $211.00 and set a “hold” rating on the stock in a report on Friday, January 24th. Finally, KeyCorp lifted their price objective on Lincoln Electric from $230.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, February 14th. Two research analysts have rated the stock with a hold rating and five have given a buy rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $233.60.

Lincoln Electric Price Performance

Lincoln Electric stock opened at $194.86 on Wednesday. The company has a market cap of $10.92 billion, a P/E ratio of 23.91, a price-to-earnings-growth ratio of 1.51 and a beta of 1.18. Lincoln Electric has a one year low of $169.51 and a one year high of $258.55. The business has a fifty day moving average of $198.76 and a two-hundred day moving average of $197.43. The company has a debt-to-equity ratio of 0.87, a quick ratio of 1.25 and a current ratio of 1.87.

Lincoln Electric Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 15th. Investors of record on Monday, March 31st will be paid a $0.75 dividend. This represents a $3.00 dividend on an annualized basis and a yield of 1.54%. The ex-dividend date is Monday, March 31st. Lincoln Electric’s payout ratio is currently 36.81%.

Insider Buying and Selling at Lincoln Electric

In other Lincoln Electric news, CEO Steven B. Hedlund sold 21,054 shares of the company’s stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $215.47, for a total value of $4,536,505.38. Following the transaction, the chief executive officer now directly owns 54,660 shares in the company, valued at approximately $11,777,590.20. This represents a 27.81 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 2.63% of the stock is owned by insiders.

Institutional Investors Weigh In On Lincoln Electric

Hedge funds and other institutional investors have recently modified their holdings of the company. Mizuho Bank Ltd. purchased a new stake in Lincoln Electric in the 4th quarter worth approximately $30,000. Jones Financial Companies Lllp boosted its holdings in shares of Lincoln Electric by 255.1% during the fourth quarter. Jones Financial Companies Lllp now owns 174 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 125 shares during the last quarter. V Square Quantitative Management LLC grew its position in shares of Lincoln Electric by 54.1% in the fourth quarter. V Square Quantitative Management LLC now owns 299 shares of the industrial products company’s stock valued at $56,000 after purchasing an additional 105 shares during the period. Wood Tarver Financial Group LLC acquired a new position in Lincoln Electric in the fourth quarter valued at $68,000. Finally, UMB Bank n.a. lifted its position in Lincoln Electric by 37.5% during the fourth quarter. UMB Bank n.a. now owns 389 shares of the industrial products company’s stock worth $73,000 after buying an additional 106 shares during the period. 79.61% of the stock is currently owned by hedge funds and other institutional investors.

About Lincoln Electric

Lincoln Electric Holdings, Inc, through its subsidiaries, designs, develops, manufactures, and sells welding, cutting, and brazing products worldwide. The company operates through three segments: Americas Welding, International Welding, and The Harris Products Group. It offers brazing and soldering filler metals, arc welding equipment, plasma and oxyfuel cutting systems, wire feeding systems, fume control equipment, welding accessories, and specialty gas regulators, and education solutions, as well as a portfolio of automated solutions for joining, cutting, material handling, module assembly, and end of line testing, as well as involved in brazing and soldering alloys, and in the retail business in the United States.